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Portfolio (Quarterly) Guide ↗

Sovereign Financial Group, Inc.

· CIK 0001846175
13F Portfolio $654M AUM 386 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 42 New 120 Added 163 Reduced 21 Exited
Page 8 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MOAT VANECK ETF TRUST 2,703.0 $281K 0.04% -663.0 -19.7% $103.96 +10.1%
142 MDLZ MONDELEZ INTL INC Consumer Defensive 4,856.0 $281K 0.04% -35.0 -0.7% $57.84 +11.4%
143 CARR CARRIER GLOBAL CORPORATION Industrials 3,585.0 $263K 0.04% -214.0 -5.6% $73.35 -17.7%
144 VNQ VANGUARD INDEX FDS 2,711.0 $261K 0.04% -913.0 -25.2% $96.44 +2.1%
145 OTIS OTIS WORLDWIDE CORP Industrials 3,646.0 $261K 0.04% -136.0 -3.6% $71.60 -0.1%
146 JAAA JANUS DETROIT STR TR 5,096.0 $257K 0.04% -416.0 -7.5% $50.49 +0.4%
147 COP CONOCOPHILLIPS Energy 2,471.0 $257K 0.04% -23.0 -0.9% $103.96 +29.7%
148 WFC WELLS FARGO & CO Financial Services 2,954.0 $244K 0.04% -97.0 -3.2% $82.64 +1.5%
149 KBE SPDR SERIES TRUST 3,562.0 $243K 0.04% -83.0 -2.3% $68.22 +0.8%
150 MKC MCCORMICK & CO INC Consumer Defensive 4,808.0 $242K 0.04% -381.0 -7.3% $50.42 +9.9%
151 OKE ONEOK INC NEW Energy 2,783.0 $242K 0.04% -15.0 -0.5% $86.95 +7.3%
152 MINT PIMCO ETF TR 2,346.0 $236K 0.04% -2K -49.8% $100.80 -0.1%
153 CTVA CORTEVA INC Basic Materials 2,699.0 $229K 0.04% -38.0 -1.4% $84.71 -3.4%
154 MP MP MATERIALS CORP Basic Materials 3,973.0 $223K 0.03% -4K -48.3% $56.01 +7.2%
155 DNP DNP SELECT INCOME FD INC Financial Services 20,122.0 $217K 0.03% -3K -14.8% $10.79 +0.8%
156 FSK FS KKR CAP CORP Financial Services 20,671.0 $217K 0.03% -105.0 -0.5% $10.50 +13.4%
157 IDXX IDEXX LABS INC Healthcare 407.0 $214K 0.03% -6.0 -1.4% $526.44 +5.8%
158 NOC NORTHROP GRUMMAN CORP Industrials 415.0 $211K 0.03% -122.0 -22.7% $509.31 +8.2%
159 WPC WP CAREY INC Real Estate 2,924.0 $209K 0.03% -69.0 -2.3% $71.50 -0.4%
160 IJK ISHARES TR 1,733.0 $204K 0.03% -364.0 -17.4% $117.50 -1.7%
Page 8 of 9  ·  163 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 35.6%
Technology 27.0%
Communication Services 7.1%
Industrials 6.7%
Consumer Cyclical 5.5%
Utilities 5.3%
Consumer Defensive 5.0%
Healthcare 3.6%
Energy 3.0%
Real Estate 0.7%